-12.9%
ODFL vs BUD
+51.6%
-64.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -1.9% |
| 7D | -5.4% | +6.0% | -11.5% | -6.6% |
| 30D | -7.7% | +11.3% | -18.9% | -9.8% |
| 3M | -20.8% | +3.6% | -24.4% | -21.6% |
| 6M | -15.0% | +7.7% | -22.8% | -16.6% |
| YTD | +7.6% | +36.4% | -28.8% | +0.8% |
| 1Y | +22.7% | +37.8% | -15.1% | +14.6% |
| 3Y | -12.9% | +51.2% | -64.1% | -29.6% |
| All | -12.9% | +51.6% | -64.5% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling